State Farm Insurance And Financial Review

Sep 8, 2011

By Staff writer State Farm™ Employee

The State Farm Insurance and Financial Review (IFR) is a free personalized service that puts you in the driver's seat. 

The IFR will help you:

  • Review your current insurance coverage and financial portfolio
  • Clarify your personal and financial goals
  • Prioritize those goals and dreams that are important to you
  • Create an action plan to help you reach those goals and dreams

The State Farm Insurance and Financial Review is all about you. Your needs. Your priorities. Your future. The review is based on the Pyramid of Needs.

  • Your risks represents areas of risk that can be financially devastating, yet can be managed to help avoid financial hardship. This level of the pyramid supports the higher levels of personal financial goals and dreams.
  • Your dreams represents those future financial goals an individual may be working toward. A well-planned course of action will help a person achieve his/her goals, especially when supported by a solid foundation of risk management.
  • Your legacy represents the pinnacle of an individual's future financial dreams. Well-managed risks and the realization of financial dreams will help a person leave the legacy that is important to them.

Get Started Today!

To get started with your personalized State Farm Insurance and Financial Review contact your State Farm agent for more information. To prepare, please complete a Needs Assessment Questionnaire to take with you to your next IFR appointment. Your needs may change over time as your life changes. A regular review of your insurance and financial needs is recommended.

Was this article helpful?Yes ()  |  No ()

The following links allow users to share our content on their favorite social media platforms. However, these links show some accessibility issues that are beyond our control.

Tags future, plan, preparedness, work

This Learning Centre provides general information about insurance and financial services products, as well as other general content, and is provided for educational purposes only. Read More

Some content on this site includes content, information, or opinions provided by third parties or other sources. Content, information or opinions provided by third parties or other sources do not necessarily represent the opinions of State Farm and should not be interpreted as reflecting State Farm's position regarding any insurance product or the manner by which State Farm handles claims.

State Farm does not warrant any content, information, or opinions of any third party or other source. Articles or content about insurance or financial services or other general content do not necessarily represent products or services offered by State Farm. This Learning Centre may link to or interface with other Internet sites that State Farm does not maintain or control. State Farm does not sponsor or endorse those sites or the content, information, materials, or information on those sites. State Farm is not responsible for anything contained on such sites and makes no warranties or representations about the information, opinions, contents, products, or services offered on such sites. Not all of the products or services discussed on this site are available through State Farm. The information on this site is not a contract, binder, or agreement to extend insurance coverage. Any coverage descriptions provided on this site are general descriptions and are not a statement of contract. All applications are subject to underwriting approval. Coverages and availability may vary by state or province.

State Farm Investor Services (Canada) Co. Aurora, Ontario
Life Insurance and Annuities Issued By:
State Farm International Life Insurance
Company Ltd. Aurora, Ontario
Copyright 2011, State Farm Mutual Automobile Insurance Company.
Canadian Head Office: Aurora, Ontario